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Magnus Financial Group’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Magnus Financial Group’s Portfolio SUSA Stock Details SUSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$313K Buy
2,030
+3
+0.1% +$443 0.02% 301
2026
Q1 		$268K Sell
2,027
-57
-3% -$7.9K 0.02% 314
2025
Q4 		$290K Buy
2,084
+5
+0.2% +$690 0.02% 341
2025
Q3 		$282K Buy
2,079
+5
+0.2% +$653 0.02% 331
2025
Q2 		$263K Buy
2,074
+5
+0.2% +$590 0.02% 323
2025
Q1 		$238K Buy
2,069
+67
+3% +$8.12K 0.02% 320
2024
Q4 		$243K Buy
2,002
+6
+0.3% +$736 0.02% 308
2024
Q3 		$240K Buy
1,996
+7
+0.4% +$808 0.02% 297
2024
Q2 		$223K Buy
1,989
+5
+0.3% +$542 0.03% 292
2024
Q1 		$217K Buy
+1,984
New +$207K 0.03% 299

Other funds holding SUSA

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
BMC
Bear Mountain Capital Seattle, Washington $345M AUM 13.71% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Magnus Financial Group's SUSA Position: Q2 2026 in Review

Magnus Financial Group increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 0.15% in Q2 2026, buying an estimated $443 and bringing the position to 2,030 shares worth $313K. The position accounts for 0.02% of the portfolio, ranked #301.

Magnus Financial Group first reported a position in SUSA in Q1 2024 and has held it in 10 quarters since. 169 funds tracked by Wall St. Rank hold SUSA as of Q2 2026.

  • Magnus Financial Group held 2,030 shares of iShares ESG Optimized MSCI USA ETF worth $313K as of Q2 2026.
  • Magnus Financial Group bought 3 iShares ESG Optimized MSCI USA ETF shares in Q2 2026, an estimated $443.
  • iShares ESG Optimized MSCI USA ETF made up 0.02% of Magnus Financial Group's portfolio in Q2 2026, its #301 holding.
  • Magnus Financial Group first reported a position in iShares ESG Optimized MSCI USA ETF in Q1 2024 and has held it in 10 quarters since.
  • 169 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2026.

Based on Magnus Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.